Our Story

Our Mission

Our mission is to help investors navigate the investment landscape and keep investors on the path to achieving their investment goals and objectives. We believe that the majority of a portfolio’s return is generated by its asset allocation, hence our philosophy and processes focus on dynamic asset allocation.

We strive to achieve the investment objectives of a portfolio within its risk profile, as defined by the asset allocation parameters. Investor Desk utilises a collaborative approach, open technology and pioneering attitude that allows it to look beyond traditional approaches and think about what’s next.

 It’s evidence-based approach is built on extensive research, not speculation or forecasts. This ensures Model Portfolios are optimised to capture market returns. At Investor Desk, we manage our portfolios by identifying opportunities whilst actively managing the inherent risks that come with investing. We work with our investment committee to provide services and solutions that assist in the preservation, growth and management of Model Portfolios.

At Investor Desk, we manage our investors wealth by identifying opportunities whilst actively managing the inherent risks that come with investing. We work with our investment committee to provide services and solutions that assist in the preservation, growth and management of model portfolios. When investors open an account with Investor Desk, they obtain their own investment portfolio that is professionally managed by Investor Desk in accordance with the objectives of the portfolio they have chosen.

The investments in the portfolios are beneficially owned by investors, and they can view the underlying investments in their portfolio at any time. Our portfolios give investors complete peace of mind knowing that our experts will handle the management and administration of their portfolios. We undertake and act promptly wherein the investors receive regular performance reporting and online access to their portfolio to track exact investment positions and performance at all times. Analysing the markets is what we do, day in, day out. We use that knowledge to ensure that our portfolios are positioned for any eventuality. Sharing these insights with investors leads to greater understanding of the investment outcomes.